Client Strategy Manager

Overview

Yipit Data is the leading market research and analytics firm for the disruptive economy. Our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ride sharing, and payments. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers—ranging from the world’s top investment funds to Fortune 500 companies—depend on to drive high-stakes decisions.

We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture—recognized by Inc. as a Best Workplace for three consecutive years—emphasizes transparency, ownership, and continuous mastery.

We are looking for a Client Strategy Manager (CSM) to join our team and support our growing client base in making better investment decisions. Our goal is to be a research partner with our clients, almost an extension of their team. We do this by being experts on our products and the associated investment narratives, understanding exactly what names our clients currently care about and why, then providing proactive engagement and real-time responses to ensure we’re answering their key questions and maximizing value from our product offering.

This role would partner with Business Development Executives.

This remote-friendly opportunity can sit in NYC (where our headquarters is located), one of our office hubs (Austin, Miami, Mountain View), or anywhere else in the US. However, depending upon where the remote work is performed, income could be subject to New York State tax withholding. Please note that we pay NYC-based salaries for US roles regardless of where employees choose to work.

As a Client Strategy Manager at Yipit Data, you will:

• Own and cultivate relationships with your clients by:
  • Leverage product expertise to drive value and grow user engagement
  • Becoming a trusted resource for our clients by acting as a thought partner and providing top-notch service
  • Advocating for client needs cross-departmentally
  • Creating and executing on account growth & engagement strategies
• Developing rapport with key decision makers
• Managing renewals from beginning to end
• Identifying and executing on upsell opportunities to augment contract value
• Contribute to building best-in-class practices within our growing Client Strategy team and work to eventually grow into our Business Development team or build out a team of your own

• You have a minimum of 4+ years of relevant client-facing experience
• You are able to build strategic relationships within your book of business to support your renewal conversations, partnership presentations, and business expansion opportunities
• You are passionate about making your clients successful and care deeply about their investment questions and process
• You are able to proactively identify value-adding opportunities for your client base and materialize them through our research
• You can manage a high-touch, high-volume client base
• You are both a self-starter and a team player
• You are energized by contributing to the future of data-driven investment research and are genuinely interested in investment research and the markets

• Check out this video to learn why our Revenue team members love being part of Yipit Data!

Our compensation package includes comprehensive benefits, perks, and a competitive salary:

• We care about your personal life, and we mean it. We offer flexible work hours, flexible vacation, a generous 401K match, parental leave, team events, wellness budget, learning reimbursement, and more!
• Your growth at Yipit Data is determined by the impact that you are making, not by tenure, unnecessary facetime, or office politics. Everyone at Yipit Data is empowered to learn, self-improve, and master their skills in an environment focused on ownership, respect, and trust. See more on our high-impact, high-opportunity work environment…